1. Setup company details

• Create entities, upload your logo.

• 📄 Admin - How to Create a New Entity

• 📄 Admin - How to Add New Work Schedules

2. Create new hires

• 📄 Admin - How to Create a New Hire

3. Setup user permissions:

• Assign users to custom or manager roles

• 📄 Admin - How to Give Team Members User Permissions?

• 📄 Admin - Understanding User Permissions: Platform, People, and Self

• 📄 Assign a Role / Permissions

4. Setup payroll

• Payroll dates, adjustments

• 📄 Add a Payroll Adjustment

• 📄 Admin - How to Update Payrun Dates in a Payroll

• 📄 Admin - What Is the Difference between a Payroll and a Payrun

• 📄 Admin - How to Set View Only Payroll Permission

4.5 Final checks

• Bank account checks: Make sure each team member has a valid bank account

• Each team member updated all personal info via Cercli

• Each team member has a manager assigned to approve time off

5. Run payroll: Go to Payrolls - click on any active payroll

• 📄 Admin - How to Assign People to a Payrun

• 📄 Admin - How to Run Payroll

Optional Onboarding Steps

1. Setup time off

• Create categories and policies and assign team members to them.

• 📄 Admin - Understanding Categories and Policies

• 📄 Admin - How to Create a New Category

• 📄 Admin - How Do I Create a New Policy?

• 📄 Admin - How to Assign or Unassign Team Members to a Policy

2. Setup documents

• Configure all the document types team members need to upload

• 📄 Admin - How to Create New Documents

• 📄 Create Document Templates

Needed Documentation

1. Complete KYB (WPS).

• Fill the KYB form upon receiving it via Slack, Teams, or Email.

2. Share bank files.

3. KYC for contractors - Only if you have contractors

• Contractor wallet setup

• Contracts

• Contractor passports